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SWSSX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
5.41B

SWSSX Schwab Small Cap Index Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chord Energy Corp (NASDAQ:CHRD).

Industry description

The investment seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

Market Cap

The average market capitalization across the Schwab Small Cap Index MF is 6.65B. The market cap for tickers in the group ranges from 5.73B to 15.48B. SMCI holds the highest valuation in this group at 15.48B. The lowest valued company is CHX at 5.73B.

Volume

The average weekly volume growth across all stocks in the Schwab Small Cap Index MF was -20%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 56
Price Growth Rating: 53
SMR Rating: 55
Profit Risk Rating: 44
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TSCSX27.43-0.05
-0.18%
Thrivent Small Cap Stock S
RGGHX34.61-0.10
-0.29%
American Funds Global Balanced R2E
CHVCX13.85-0.04
-0.29%
Cullen High Dividend Equity C
MXXVX29.37-0.10
-0.34%
Matthew 25
BCGDX13.16-0.05
-0.38%
Blue Current Global Dividend Instl

SWSSX and

Correlation & Price change

A.I.dvisor tells us that SWSSX and VSCPX have been poorly correlated (+30% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SWSSX and VSCPX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWSSX
1D Price
Change %
SWSSX100%
N/A
VSCPX - SWSSX
30%
Poorly correlated
-0.20%
VSCIX - SWSSX
30%
Poorly correlated
-0.20%
VSMAX - SWSSX
30%
Poorly correlated
-0.19%
NAESX - SWSSX
28%
Poorly correlated
-0.20%
FSSNX - SWSSX
20%
Poorly correlated
-0.22%